Deferred Compensation – Strategies to help High Earners and Executives Bridge the Gap to Retirement

By |2022-06-01T09:32:17-08:00June 14th, 2022|Wealth Management Resources|

Time to Read: 8 Minutes If you’re a highly compensated employee of a public or private company, you may be able to build up your retirement savings well beyond your 401(k) contributions. Participating in your employer’s deferred compensation (DC) plan can help build significant retirement savings, but if not carefully planned it can result

Getting the Most from your Executive Benefits Package

By |2022-06-01T11:49:30-08:00June 1st, 2022|Wealth Management Resources|

Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits.  Many executives are simply so focused on their career that they lack the bandwidth to spend their time and energy: Deciding between selling vested

WEBINAR | Decoding Crypto: A Guide Through the Emerging Field of Digital Assets Know as “Cryptocurrencies”

By |2022-05-06T10:02:30-08:00March 16th, 2022|Wealth Management Resources|

Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,